A Dashpivot Visitor is an access type designed for external users who need limited access into a Dashpivot workspace. It allows organisations to provide controlled access to people outside their organisation.
Definition
A Dashpivot Visitor is a Dashpivot access type that allows external users to be added to a workspace using an approved external email domain.
What Dashpivot Visitors can do
Dashpivot Visitors can be added to a workspace if their email domain has been approved for visitor access. This access type is intended for external parties such as clients, consultants, auditors, or subcontractor managers.
To be added as a Dashpivot Visitor:
The email address must be a valid work email address (public email domains such as Gmail, Yahoo, or Outlook are not supported)
The email domain must not match the organisation’s internal company domain
When these permissions are required
Dashpivot Visitor access is required when someone outside the organisation needs access to a workspace and meets the configured visitor domain requirements.
Important: At least one external email domain must be defined in the workspace settings to add Dashpivot Visitors. This allows Dashpivot to distinguish between internal and external users. Domain settings are accessed via the Home Folder > Settings > Billing, and changes can only be made by contacting Dashpivot support.